Our Super Bowl Ad, Walmart hits $1T, Ken is Sick of Griftin | Dara Khosrowshahi, Mati Staniszewski & Andrew Reed, Gergely Orosz, Mitchell Green, Simon Hørup Eskildsen, KJ Dhaliwal, Nicolas Sharp

The podcast episode centers on Super Bowl advertising strategies, particularly Anthropic's attack ads against OpenAI, sparking debate on their effectiveness and ethical implications. The hosts analyze the shift in AI consumer perception, the increasing importance of data moats, and the potential for AI to disrupt traditional SaaS models. They also explore the evolving landscape of software engineering, highlighting the growing demand for AI-native junior engineers and the value of domain expertise. Additionally, the hosts discuss Uber's strong financial results, autonomous vehicle integration, and the potential impact of AI on the American landscape, as well as the IPO market and the value of contrarian investment strategies.